Institutional Ownership Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI). We have compiled data on the 200 institutions that hold shares in the stock, with a total of 6.45 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
5,917
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,899
shares
|
$1.02 Million
0.43% of portfolio
|
Q1 2025
Reduced 28.1%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,768
shares
|
$997,402
0.11% of portfolio
|
Q1 2025
Added 59.69%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,604
shares
|
$969,043
0.0% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,546
shares
|
$959,014
0.0% of portfolio
|
Q1 2025
Reduced 72.12%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
5,470
shares
|
$945,872
0.25% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,230
shares
|
$904,371
0.01% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
5,089
shares
|
$879,989
0.13% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,897
shares
|
$846,789
0.0% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
4,844
shares
|
$837,624
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
4,728
shares
|
$817,565
0.3% of portfolio
|
Q2 2025
Added 30.39%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
4,719
shares
|
$816,009
0.0% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Jul 09, 2025 Q2 2025 |
4,677
shares
|
$808,746
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
4,629
shares
|
$800,446
0.0% of portfolio
|
Q2 2025
Reduced 47.87%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
4,524
shares
|
$782,290
0.54% of portfolio
|
Q1 2025
Reduced 35.72%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
4,446
shares
|
$768,802
0.26% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
4,090
shares
|
$707,242
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
3,982
shares
|
$688,567
0.08% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
3,735
shares
|
$645,856
0.01% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,644
shares
|
$630,120
0.32% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
3,488
shares
|
$603,144
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
3,208
shares
|
$554,727
0.04% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,078
shares
|
$532,247
0.06% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
3,000
shares
|
$518,759
0.1% of portfolio
|
Q4 2020
Reduced 71.43%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
2,968
shares
|
$513,226
0.07% of portfolio
|
Q2 2025
Reduced 9.92%
|